Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BARON DISCOVERY INSTITUTIONAL in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRYSTAL WINDOW AND DOOR SYSTEMS CRYSTAL WINDOW & DOOR SYSTEMS LTD 401(K) PS PLAN & TRUST | FLUSHING NY | 533 | $19.2M | $872K |
| 2 | VEEAM SOFTWARE CORPORATION VEEAM SOFTWARE CORPORATION 401(K) PLAN | COLUMBUS OH | 1,530 | $191.4M | $393K |
| 3 | GUMGUM, INC. GUMGUM, INC. 401(K) PLAN |
SANTA MONICA CA |
| 267 |
| $26.6M |
| $104K |
| 4 | STATISTICS & DATA CORPORATION STATISTICS & DATA CORPORATION 401(K) PLAN | TEMPE AZ | 45 | $12.1M | $5K |